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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,710 | $80,177+0.7% | $123,894-34.9% | $57,658+40.0% |
| Participation rate | 1.0% | 74.4%-73.4pp | 81.4%-80.4pp | 70.2%-69.2pp |
| Annual return | 0.91% | 17.90%-17.0pp | 47.52%-46.6pp | 5.13%-4.2pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $110 | $5,130-97.9% | $5,984-98.2% | $3,061-96.4% |
| Admin fee / account holder | $313 | $106+194.2% | $8,357-96.3% | $95+230.8% |